Financial Planning
You want more from life than just retirement. Your financial security is driven by intention and drive, a future that you want for yourself and those that matter most
for you.
Financial Planning at SKWealth is how we stand alongside you, engaging every step of that journey and putting intentional steps in place to get you there, tomorrow and today.
Financial planning fees start at $4,500.
The Heart of Confidence
Financial Planning
You want more from life than just retirement. Your financial security is driven by intention and drive, a future that you want for yourself and those that matter most
for you.
Financial Planning at SK Wealth is how we stand alongside you, engaging every step of that journey and putting intentional steps in place to get you there, tomorrow and today.
Financial planning fees start at $3,500.
What matters most to you?
How to find your Financial Advantage™
Our tailored planning process builds a roadmap for each of the six key areas that our clients need for The Independence Effect: Seeing with confidence that you are financially free to live the life you want. By addressing and integrating these areas, we simplify the complex, putting analytical power behind our planning advice.
Estate Planning
The Legacy Maximizer™
The ones in your life are part of the big picture. Your preparation today will have an impact on their tomorrow. The Legacy Maximizer™ incorporates your wishes into your financial analysis, which may or may not include leaving a legacy. Depending on your residency, estate taxes can result in a significant – and unexpected – expense for many families and individuals. We will quantify your potential taxes and suggest ways to minimize estate taxes as much as possible.
Education Funding
The Education Formula™
Do you know how much it will cost to send your children or grandchildren to college years from now? Do you know how much to save to meet your goals?
If education planning is important to you, your financial plan should reflect and quantify an estimate of the total education costs for the special children in your life. SKWealth will work with you to develop various strategies to meet your education planning objectives.
Investment Planning
The Independence Effect™
The Independence Effect™ allows your investments to work for you, making you independent from market activity. Despite ever changing conditions in today’s markets, SKWealth is committed to adding value to your growing portfolio. We offer high-caliber guidance for your investment needs that reach beyond traditional expectations. Our fee-only philosophy and independence from outside influence ensures that your needs are our top priority.
Fee-only structure
ensures that we act
in your best interests
Receive high-caliber guidance
from our team of
financial planning experts
Charitable Giving
The Philanthropic Expander™
The Philanthropic Expander ™ takes that charitable intent and includes it in your financial planning forecast. We will consider the most tax-efficient way for you to accomplish your charitable intent, whether it means gifts of appreciated securities, establishing charitable remainder trusts, or simply taking advantage of the most current IRS rules and regulations. Whether your charitable planning occurs during lifetime or at death, we can help work with you to accomplish your philanthropy goals.
Insurance Planning
The Protection Evaluator™
Do you have adequate life insurance coverage? What about disability coverage-will you have sufficient coverage if you become disabled? Are you over insured? What is long-term care insurance for?
The Protection Evaluator™ quantifies your need for insurance coverage within the scope of your financial projection. We do not sell insurance but can suggest how much and what kind of coverage is needed if an unfortunate event occurs. In addition, we will evaluate your risk of exposure from other common forms of liability, such as property and casualty insurance.
Tax Planning
Tax Efficiency at the Heart of it All
No financial plan is complete without an eye toward tax-reduction opportunities. While tax complexity can feel daunting, we simplify the complex through every stage of our planning experience.
Want to get a jump on this year's taxes? Schedule a call
Designations Disclosure:
*Please Note: Limitations: The achievement of any professional degree, designation, certification, or license should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if SK Wealth is engaged, or continues to be engaged, to provide investment advisory services.
Professionals’ Disclosure:
* Please Note: The scope of any financial planning and consulting services depends upon the terms of the engagement and the specific requests and needs of the client. SK Wealth does not serve as an attorney, accountant, or insurance agent. SK Wealth does not prepare legal documents or tax returns, nor does it sell insurance products. If the client desires, our affiliated accounting firm, can be engaged to provide tax preparation services, legal services per the terms and conditions of a separate engagement and fee.